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When a quote is cancelled against an opportunity the value of that quote should be subtracted from the opportunity value

If the quote is cancelled then clearly it is no longer going to make up any part of the opportunity. If it is cancelled and a new quote is added then the value is the total of the two quotes, which is incorrect
Guest almost 5 years ago in CRM App 0 Good idea awaiting more votes

Add out of office to CRM

It would be useful when setting recalls to know when someone is marked as out off office. Ideally this could be linked to Microsoft Office out of office.
Guest almost 5 years ago in CRM App 0

Allow customisation of product search report to hide cost price

Some of our customers have been hiding fields in the customiser such as the cost price. We have recently added the cost price to the product search report which is not customisable.
Arthur Ashdown almost 5 years ago in CRM App 1

Swapping sales analysis graphs to have 'by order' on the left and 'by month' (invoiced) on the right

In a division under sales analysis, it would make more sense to have the graph showing orders first and then invoiced orders second.
Guest about 5 years ago in CRM App 0

Add task/recall on division

Division shows account information so you can then add relevant notes and follow up on stats from a division record. Good if you just want to check up on this internally as well instead of contacting customer.
Guest about 5 years ago in CRM App 0

Show the top 5 global currencies at the top of the base currencies list, then alphabetically list after that.

When changing the base currency under the Operating Company section in settings, the list can only hold 50 options, so popular currencies like US dollar are not visible, they must be searched for; but this is not obvious and looks like a bug.
Guest about 5 years ago in CRM App 0

Add RFM Tag of 'Not yet a customer' for example on Prospective customers

In the new RFM categorisation on division records for 'At a Glance', it has their segmentation. Perhaps for Prospects there should be a 'Not yet a customer' tag or something of the like to easily distinguish for sales people dealing with new and c...
Guest about 5 years ago in CRM App 0 Will not implement

Be able to re-add deleted pages in customisation

In this case, it was to re-add the Related Page in the CRM without re-writing the current customisation on the Dictionary.
Guest about 5 years ago in CRM App 0

Auto-Orientation of Images (Attachments)

Re-orient image files on thumbnails/previewer. Most operating systems do this so it's causing users to believe Prospect is re-orienting images incorrectly on it's own.
Guest about 5 years ago in CRM App 0

Cancel CRM quote to cancel the accounts system order

The CRM has the ability to push orders into the Accounts system via the "confirm" button but once it is confirmed, this is where the link ends. The CRM still has a "cancel" button on confirmed quotes, but this does not cancel the order in Accoun...
Guest about 5 years ago in CRM App 0